ACA
SWN

Ackerman Capital Advisors’s Southwestern Energy Company SWN Stock Holding History

Ackerman Capital Advisors’s Portfolio SWN Stock Details SWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$56K Hold
10,000
– – 0.02% 85
2017
Q4 		$61K Buy
+10,000
New +$58.1K 0.03% 79
2017
Q2 		$61K Buy
+10,000
New +$69.1K 0.03% 88

Other funds holding SWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ackerman Capital Advisors's SWN Position: Q1 2018 in Review

Ackerman Capital Advisors held its Southwestern Energy Company (SWN) position steady in Q1 2018 at 10,000 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #85.

Ackerman Capital Advisors first reported a position in SWN in Q2 2017 and has held it in 3 quarters since. The position peaked at $61K in Q4 2017. 352 funds tracked by Wall St. Rank hold SWN as of Q1 2018.

  • Ackerman Capital Advisors held 10,000 shares of Southwestern Energy Company worth $56K as of Q1 2018.
  • Ackerman Capital Advisors left its Southwestern Energy Company share count unchanged in Q1 2018.
  • Southwestern Energy Company made up 0.02% of Ackerman Capital Advisors's portfolio in Q1 2018, its #85 holding.
  • Ackerman Capital Advisors first reported a position in Southwestern Energy Company in Q2 2017 and has held it in 3 quarters since.
  • Ackerman Capital Advisors's Southwestern Energy Company position peaked at $61K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q1 2018.

Based on Ackerman Capital Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.